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JA13.DE vs. VAGT.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JA13.DE vs. VAGT.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF (JA13.DE) and Vanguard USD Treasury Bond UCITS ETF Accumulating (VAGT.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JA13.DE achieves a 3.68% return, which is significantly higher than VAGT.DE's 2.49% return.


JA13.DE

1D
0.10%
1M
1.54%
6M
2.25%
YTD
3.68%
1Y
4.62%
3Y*
3.56%
5Y*
2.53%
10Y*

VAGT.DE

1D
0.00%
1M
0.81%
6M
1.16%
YTD
2.49%
1Y
4.46%
3Y*
2.13%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JA13.DE vs. VAGT.DE - Yearly Performance Comparison


2026 (YTD)202520242023
JA13.DE
JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF
3.68%-6.52%9.95%-0.20%
VAGT.DE
Vanguard USD Treasury Bond UCITS ETF Accumulating
2.49%-5.48%6.40%-0.47%

Correlation

The correlation between JA13.DE and VAGT.DE is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.86

Correlation (3Y)
Calculated over the trailing 3-year period

0.81

Correlation (All Time)
Calculated using the full available price history since Mar 9, 2023

0.82

The correlation between JA13.DE and VAGT.DE has been stable across timeframes, ranging from 0.81 to 0.86 - a consistent structural relationship.

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Return for Risk

JA13.DE vs. VAGT.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JA13.DE
JA13.DE Risk / Return Rank: 3030
Overall Rank
JA13.DE Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
JA13.DE Sortino Ratio Rank: 3030
Sortino Ratio Rank
JA13.DE Omega Ratio Rank: 2727
Omega Ratio Rank
JA13.DE Calmar Ratio Rank: 3333
Calmar Ratio Rank
JA13.DE Martin Ratio Rank: 3030
Martin Ratio Rank

VAGT.DE
VAGT.DE Risk / Return Rank: 2828
Overall Rank
VAGT.DE Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
VAGT.DE Sortino Ratio Rank: 2828
Sortino Ratio Rank
VAGT.DE Omega Ratio Rank: 2727
Omega Ratio Rank
VAGT.DE Calmar Ratio Rank: 2929
Calmar Ratio Rank
VAGT.DE Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JA13.DE vs. VAGT.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF (JA13.DE) and Vanguard USD Treasury Bond UCITS ETF Accumulating (VAGT.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JA13.DEVAGT.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.15

1.15

0.00

Calmar ratioReturn relative to maximum drawdown

1.30

1.12

+0.18

Martin ratioReturn relative to average drawdown

3.23

2.88

+0.35

JA13.DE vs. VAGT.DE - Sharpe Ratio Comparison

The current JA13.DE Sharpe Ratio is 0.85, which is comparable to the VAGT.DE Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of JA13.DE and VAGT.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

JA13.DE vs. VAGT.DE - Drawdown Comparison

The maximum JA13.DE drawdown since its inception was -15.21%, which is greater than VAGT.DE's maximum drawdown of -11.03%. Use the drawdown chart below to compare losses from any high point for JA13.DE and VAGT.DE.


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Drawdown Indicators


JA13.DEVAGT.DEDifference

Max Drawdown

Largest peak-to-trough decline

-15.21%

-11.03%

-4.18%

Max Drawdown (1Y)

Largest decline over 1 year

-3.53%

-4.00%

+0.47%

Max Drawdown (3Y)

Largest decline over 3 years

-10.93%

-11.03%

+0.10%

Max Drawdown (5Y)

Largest decline over 5 years

-12.52%

Current Drawdown

Current decline from peak

-5.21%

-5.91%

+0.70%

Average Drawdown

Average peak-to-trough decline

-7.18%

-5.06%

-2.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.42%

1.56%

-0.14%

Volatility

JA13.DE vs. VAGT.DE - Volatility Comparison

The current volatility for JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF (JA13.DE) is 1.14%, while Vanguard USD Treasury Bond UCITS ETF Accumulating (VAGT.DE) has a volatility of 1.23%. This indicates that JA13.DE experiences smaller price fluctuations and is considered to be less risky than VAGT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JA13.DEVAGT.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.14%

1.23%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

3.87%

3.81%

+0.06%

Volatility (1Y)

Calculated over the trailing 1-year period

5.48%

5.46%

+0.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.15%

7.26%

-0.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.59%

7.26%

+1.33%

JA13.DE vs. VAGT.DE - Expense Ratio Comparison

JA13.DE has a 0.07% expense ratio, which is higher than VAGT.DE's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

JA13.DE vs. VAGT.DE - Dividend Comparison

Neither JA13.DE nor VAGT.DE has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
JA13.DE
JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.96%
VAGT.DE
Vanguard USD Treasury Bond UCITS ETF Accumulating
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


JA13.DE and VAGT.DE have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VAGT.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VAGT.DE is cheaper with a 0.05% expense ratio, compared with 0.07% for JA13.DE.

JA13.DE tracks J.P. Morgan Government Bond Index United States 1-3 Year Select Maturity, while VAGT.DE tracks Bloomberg Global Aggregate US Treasury Float Adjusted Index. They also come from different issuers: JPMorgan and Vanguard. Their fees differ too: 0.07% for JA13.DE and 0.05% for VAGT.DE.

Portfolio Optimizer

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